System Review Specialist (Full Time) - Plano Ops

Socket.dev; Plano (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Socket.dev is seeking a detail-oriented loan data entry professional in Plano, TX to verify and process loan inputs for Commercial and Real Estate lending. You will ensure accurate data across documentation, notices, and system updates, while maintaining compliance with bank policies.

The role requires strong organizational and communication skills, the ability to multi-task, and a proactive, customer-service oriented approach. Monday–Friday, standard business hours with 40-hour workweek.

Qualifications

• Education: High School diploma, GED or equivalent; Associate degree preferred.
• Knowledge: Banking experience and general loan operations experience preferred.
• Experience: Relevant experience in loan data entry and processing is valued.

Responsibilities

• Verify accuracy of data input for loan account creation to loan documentation.
• Verify accuracy of system maintenance to source documentation.
• Verify accuracy of system generated notices affecting rate and payment.
• Assist other associates and respond to inquiries from other departments.
• Review and interpret loan documentation to ensure proper boarding for reporting.

Skills

Detail orientation

Interpersonal skills

Verbal communication

Written communication

Self-starter

Proactive communication

Team collaboration

Multitasking

Education

High School diploma/GED

Associate degree preferred

Job description

POSITION PURPOSE

Performs all daily functions associated with the review and verification of required Core system input for Commercial, Commercial Real Estate, Consumer and Commercial Construction loans.

To ensure the data system is accurate for Bank reporting requirements and insure accurate notification to customers per documented terms.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Verify accuracy of data input for loan account creation to loan documentation.
• Verify accuracy of system maintenance to source documentation.
• Verify accuracy of system generated notices affecting rate and payment.
• Assist other associates when necessary.
• Respond to inquiries from other departments
• Reviews and interprets loan documentation and approvals to ensure the bank has accurately boarded the

loan to Precision, ensuring proper bank reporting.

• Collects and logs errors and validates proper corrections when errors are identified.
• Completes imaging of required documentation.
• Assists with completion of monthly metrics reporting
• Communicates effectively with all On Boarding staff.
• Provides excellent customer service.
• Maintains a thorough knowledge and understanding of Prosperity policies, procedures, guidelines, and philosophies.
• Understands and applies Compliance requirements as they apply to Commercial loan system input.
• Completes annual compliance testing/training/certification on time.
• Performs other duties, tasks and special projects as required, assigned, or directed.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

SUPERVISORY RESPONSIBILITIES:

This role does not have supervisory duties.

QUALIFICATIONS

Education/Certification: High School diploma, GED or equivalent. Associate degree preferred.

Required Knowledge:Banking experience preferred; general loan operations experience preferred

Experience Required:

.

Skills/Abilities:Must possess very detailed organizational skills and the ability to multi-task job duties.

Must possess strong interpersonal skills, effective verbal and written communication skills, and a positive customer service attitude.

Must possess the ability to read and interpret documents such as policies, procedures, rules, and instructions, and the ability to write correspondence and other documents.

Must be able to communicate effectively with co-workers, external professionals, and management.

Disciplined self-starter requiring little supervision.

Proactive communication upstream, side, and downstream.

Openly seeks to learn and grow.

Seeks to understand the facts and concisely provides collaborative methods and solutions to benefit our customers, staff, and Bank.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking:Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Average Hearing:Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion:Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Visual Abilities:Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Physical Strength:Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.

(Almost all office jobs.)

WORKING CONDITIONS

None:No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability:Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiple variables.

Mathematics Ability:Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra.

Language Ability:Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

Monday - Friday: 8:00AM - 5:00PM
40 hours a week

Prosperity Bank is an Equal Opportunity Employer.